The Pension Protection Act of 2006 includes provisions for employers to provide their employees with access to voluntary professional investment advice. This, combined with the continued uncertainty of the future of Social Security, the cost of health care in retirement and the continued erosion of defined benefit pension plans, is driving employees to increasingly look to their employers for financial planning education as part of their overall benefits program. The Certificate in Financial Planning Management provides an overview of the financial planning process; relationship of financial planning to life transitions; using insurance as a means of meeting financial objectives; integrating benefits into a financial plan; steps in estate planning; retirement income management; and designing, implementing and communicating a retirement education program.
View a sample of those who have earned a Financial Planning Management certificate in 2007, 2006 & 2005.
Required Courses
- Financial Planning Basics
- Designing Retirement Education Programs
AND by one of the following....
- Investment Basics*
- Retirement Plan Basics*
*This course applies to more than one certificate.